Afleveringen
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In this episode the Rethink Energy team discusses:
The conclusions from the Hydrogen Europe conference in Amsterdam, including why gaseous hydrogen will take longer than liquid to get online in the market. The Department of Energy's $1.5 billion funding for a nuclear plant recommissioning in Michigan - which will give the facility a total 80 year lifespan. Janet Yellen's China trade visit, which seems unlikely to move the needle at all on Chinese exports - but does demonstrate a continued protectionist strategy from the US government. -
In this episode the Rethink Energy team discusses:
Huamin Technology's 40 micron thickness photovoltaic wafer, prompted by ferce cost competition in the solar industry - compare to 140 micron thickness in the industry as a whole. Chinese EVs are forecasted to grow to 25% market share in the EU this year, with no good options for European authorities trying to decide on a trade and reshoring strategy. -
Zijn er afleveringen die ontbreken?
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TandemPV's CEO Scott Wharton joins us to discuss his efforts to bring a perovskite tandem solar module product to market in the near future in the US, with utility-scale developers likely to be the first customers. We cover degradation and other technical hurdles, plus how perovskites fare in the current solar market situation - with steep silicon PV cost declines, trade barriers with China, and reshoring efforts including IRA incentives.
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In this episode the Rethink Energy team discusses:
an astonishingly low $299 per kW pricetag for a 500 MW wind farm in Inner Mongolia - and while that's the record, there are others for just $320 per kW, which means LCOE has halved in a couple of years. The first E-diesel production facility in Texas, launched by Infinium, using a green hydrogen supply combined with C02 from Howard Energy Partners’ neighboring gas processing plant. -
In this week's episode the team discusses:
First Solar CEO Mark Widmar's warning that Chinese manufacturers are significant beneficiaries of the Inflation Reduction Act's 45x incentives, effectively making the US itself another location hosting downstream Chinese solar manufacturing. A startup has demonstrated 10-year lifespan for its SOEC electrolyzers, which are more efficient and cost-effective than ALK and PEM in theory, but have more technical hurdles to address. -
In this week's episode the team discusses:
The new polysilicon factory ($1.3 billion, 100,000 tons, 40 GW) which is under construction in Oman, and who is likely behind it. Airbus's head of ZEROe hydrogen demonstrators, Mathias Andriamisaina, has stated that the company will need to make a choice between hydrogen combustion and fuel cells by some time in 2026 to 2027. -
In this week's episode the team discusses:
The scale of solar manufacturing in 2023, with Chinese outputs up by 67% to 622 GW at the wafer level, while its wafer exports - almost the sole supply source for all solar cell manufacturing in the rest of the world - are up by over 90%. Multiple delayed green hydrogen investments and negative coverage may open a space for blue hydrogen, while still only representing a temporary problem for the scale-up of electrolysis-based hydrogen technologies. -
In this week's episode the team discusses:
Europe's hydrogen strategy is taking a turn towards blue hydrogen with several projects including new announcements in the UK and the Netherlands. Andrew Garrad and Henrik Stiesdal, two very august figures in the wind industry, have called for a halt to the proliferation of ever-larger wind turbine sizes. -
In this week's episode the team discusses:
The Australia Solar Manufacturing Roadmap, which advocates heavy incentives beyond even those of the IRA, while eschewing trade barriers. Germany's €16 billion tender for 10 GW of hydrogen-capable gas power plant capacity. Ascent Elements' hydro-to-cathode battery recycling method which promises an immediate 49% carbon footprint reduction, with a 90% goal for 2030. -
In this week's episode the team discusses:
Norsk Hydro's investment into a US aluminum recycling plant, even at a time when the aluminum price is low - and how magnesium alloys will be adopted by the future EV industry as aluminum's replacement. How European green steel producers are benefiting from maritime disruption in the Gulf of Aden. Saudi Arabia identifying 1200 sites for green power projects alongside its commissioning of its first large utility-scale projects and its national survey for lithium and other mineral deposits. -
In this week's episode the team discusses:
Rethink Energy's new forecast on Battery Raw Materials, covering the future of nickel, lithium and cobalt supply and demand - and much more. The world's first big turquoise hydrogen project, which has very high Capex costs but also produces carbon black as a byproduct. China's 100 GW rooftop solar boom in 2023, and how this is leading to grid congestion and potentially new distributed energy storage requirements. -
In this week's episode the team discusses:
An interview with Tandem PV CEO Scott Wharton, focusing in the issues of degradation, module size and efficiency in the lead-up to commercialization EU investigators' arrival in China, where they will investigate automakers BYD, Geely, and SAIC to determine how much government support they are receiving Oil tanker company Frontline's investment in a new fleet of not-green-enough ECO VLCC ships. -
CATL has assigned the first $420 million of its $15 billion investment partnership with Indonesia, which together with an upcoming election may 'lock' the country's entire nickel industry into Chinese supply chains to the US' detriment. Meanwhile in the US, Inflation Reduction Act hydrogen tax credit requirements are proving too strict on the exact, immediate provenance of electricity consumption, in contrast to initially more lenient EU rules. Lastly, Australia's solar manufacturing may expand despite limited government support.
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Geely has announced a fast-charging LFP battery which boasts an impressive 4.5C charging rate, enabling fast charging of up to 500 kW, marking another Chinese manufacturer stealing a march on Western producers. The UK has introduced a carbon tax legislation, soon to be further clarified, which is analogous to the EU's Carbon Border Adjustment Mechanism (CBAM). Angola has quit the OPEC organisation in a context of mediocre oil prices.
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2024's expected copper surplus has all but vanished as the Panamanian government has ordered First Quantum's Cobre Panama copper mine to cease output and Anglo American's output is expected to fall significantly. Maeve Aerospace is looking to commercialize hybrid jet fuel/battery aircraft later this decade when hydrogen should be well on its way to establishing itself as the leader within the industry.
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Rethink Energy has published its new solar module price report covering the next 17 years of technological developments and the effect this will have on global supply chains. COP28 has given nuclear energy a significant boost despite the difficulties in bringing online new capacity. Finally the US treasury has released guidance on what exactly constitutes a foreign entity of concern, bringing massive implications for the structure of the future US battery industry.
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